Unisciti ai leader fintech Adam Holt e Derek Notman mentre esplorano la consulenza finanziaria moderna. Aspettati nuove intuizioni, discussioni oneste e un pizzico di divertimento ribelle.
Why advisors are failing at organic growth featuring Joe Duran
S3 E72 • 40 mins • Mar 26, 2025
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Mar 26, 2025
Why advisors are failing at organic growth featuring Joe Duran
S3 E72 • 40 mins

Feb 26, 2025
Invest in conversations before technology featuring Derrick Kinney
S3 E71 • 38 mins

Jan 24, 2025
TradePMR's Product Vision for Advisors featuring Jon Patullo
S3 E70 • 32 mins

Dec 20, 2024
Organic growth, investors, and exits with Abby Salameh
S3 E69 • 32 mins

Dec 9, 2024
Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
S3 E68 • 37 mins

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